Q2 2026 13F · SEC CIK 1144492

Meiji Yasuda Life Insurance Co

Insurance companyFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.0B
Reported positions: 231
Top holdings a year, 3 yrs: +5.5%
Average holding period: 6.3 yrs

Meiji Yasuda Life Insurance Co is an insurance company that reported 231 positions worth $3.0B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (LQD, 69.2%), Vanguard Scottsdale Fds (VCLT, 7.1%), State Street Technology Select Sector Sp (XLK, 1.8%). A portfolio copying its top holdings returned 5.5% a year over the last 3 years, against 20.4% for the S&P 500.

Meiji Yasuda Life Insurance Co holdings largest 50 of 231 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meiji Yasuda Life Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LQDIshares Tr	69.2%	71.2%	19,120,368	+0.0%	$2.1B
VCLTVanguard Scottsdale Fds	7.1%	7.2%	2,833,000	+0.0%	$213.2M
XLKState Street Technology Select Sector Sp	1.8%	1.2%	288,666	+11.4%	$55.0M
NVDANvidia Corporation Com	1.4%	1.4%	209,312	-9.5%	$41.9M
AAPLApple Inc	1.2%	1.1%	122,367	-6.9%	$35.4M
GOOGLAlphabet Inc	1.1%	0.9%	89,580	-2.7%	$32.0M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	1.0%	0.9%	1,315,000	+11.5%	$30.5M
MSFTMicrosoft Corp	0.8%	0.8%	62,967	-3.9%	$23.5M
IBDSIshares Tr	0.7%	0.6%	866,000	+14.7%	$21.0M
AMZNAmazon Com Inc Com	0.7%	0.6%	83,300	-4.0%	$19.9M
AVGOBroadcom Inc	0.5%	0.5%	41,975	-3.0%	$15.9M
XLFSelect Sector Spdr Tr	0.5%	0.5%	287,368	+1.3%	$15.4M
XLISelect Sector Spdr Tr	0.5%	0.7%	75,641	-40.3%	$14.0M
MUMicron Technology Inc	0.5%	0.2%	12,092	-7.7%	$14.0M
METAMeta Platforms Inc Class A	0.4%	0.4%	20,007	-4.1%	$11.3M
JPMJpmorgan Chase & Co	0.3%	0.3%	29,517	-2.9%	$9.7M
TSLATesla Inc Com	0.3%	0.3%	21,433	-1.4%	$9.0M
LLYLilly Eli & Co	0.3%	0.2%	7,224	-1.0%	$8.7M
VVisa Inc Com Cl A	0.2%	0.2%	20,067	-4.0%	$6.9M
LRCXLam Research Corp	0.2%	0.1%	15,832	+11.9%	$6.9M
AMDAdvanced Micro Devices Inc	0.2%	—	11,290	—	$6.6M
JNJJohnson & Johnson	0.2%	0.2%	23,591	-8.9%	$6.0M
WMTWalmart Inc	0.2%	0.2%	52,431	-7.9%	$5.9M
CLOABlackrock ETF Trust II	0.2%	0.2%	98,000	+0.0%	$5.1M
ABBVAbbvie Inc	0.2%	0.2%	18,918	-14.7%	$4.8M
CCitigroup Inc Com New	0.2%	0.1%	33,364	-9.3%	$4.7M
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	8,317	-6.7%	$4.2M
HDHome Depot Inc Com	0.1%	0.1%	11,740	-0.4%	$4.1M
VRTVertiv Holdings Co	0.1%	0.1%	11,867	+7.1%	$4.0M
UNHUnitedhealth Group Inc Com	0.1%	—	9,529	—	$4.0M
PMPhilip Morris Intl Inc Com	0.1%	0.1%	21,882	+0.6%	$4.0M
WFCWells Fargo Co New	0.1%	0.1%	47,434	+0.7%	$3.9M
COSTCostco Whsl Corp New	0.1%	0.1%	4,181	+0.0%	$3.9M
TJXTjx Cos Inc New Com	0.1%	0.2%	25,811	-6.6%	$3.9M
CMICummins Inc	0.1%	0.1%	5,359	-7.0%	$3.8M
KOCoca Cola Co	0.1%	0.1%	46,030	-1.8%	$3.7M
MRVLMarvell Technology Inc	0.1%	—	12,554	—	$3.7M
PGProcter & Gamble Co Com	0.1%	0.1%	25,193	-2.0%	$3.7M
CATCaterpillar Inc Com	0.1%	—	3,376	—	$3.6M
WELLWelltower Inc	0.1%	0.1%	15,694	+8.6%	$3.6M
PWRQuanta Svcs Inc Com	0.1%	0.1%	4,865	-3.3%	$3.5M
INTCIntel Corp	0.1%	—	23,960	—	$3.3M
PANWPalo Alto Networks Inc	0.1%	—	9,749	—	$3.3M
LINLinde PLC	0.1%	0.1%	6,369	-18.0%	$3.3M
GEVGe Vernova Inc	0.1%	0.1%	2,801	-10.7%	$3.3M
XOMExxon Mobil Corp	0.1%	0.2%	24,009	-9.4%	$3.3M
GOOGAlphabet Inc	0.1%	0.1%	9,012	-14.5%	$3.2M
GWWWw Grainger Inc	0.1%	—	2,303	—	$3.1M
NETCloudflare Inc	0.1%	—	12,645	—	$3.1M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.1%	—	8,669	—	$3.1M

What Meiji Yasuda Life Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -0.1% /yr; S&P 500 +20.1%
3 years: +5.5% /yr; S&P 500 +20.4%
5 years: -0.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.0B	231
Q1 2026	$2.9B	224
Q4 2025	$3.5B	221
Q3 2025	$3.5B	224
Q2 2025	$3.4B	225
Q1 2025	$5.0B	234
Q4 2024	$5.3B	238
Q3 2024	$5.4B	232
Q2 2024	$5.0B	242
Q1 2024	$4.7B	260
Q4 2023	$4.6B	262
Q3 2023	$3.8B	262

Questions about Meiji Yasuda Life Insurance Co's portfolio

What stocks does Meiji Yasuda Life Insurance Co own?

Meiji Yasuda Life Insurance Co's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 231 positions worth $3.0B. The largest are Ishares Tr (LQD) at 69.2%, Vanguard Scottsdale Fds (VCLT) at 7.1%, State Street Technology Select Sector Sp (XLK) at 1.8%, Nvidia Corporation Com (NVDA) at 1.4% and Apple Inc (AAPL) at 1.2%.

What did Meiji Yasuda Life Insurance Co buy last quarter?

In Q2 2026, Meiji Yasuda Life Insurance Co added Ishares Tr (IBDS) (+14.7% shares), Lam Research Corp (LRCX) (+11.9% shares) and Ishares Tr ETF Ibonds Dec 2029 Term Corp (IBDU) (+11.5% shares), compared with its Q1 2026 filing.

What did Meiji Yasuda Life Insurance Co sell last quarter?

In Q2 2026, Meiji Yasuda Life Insurance Co cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Nextera Energy Inc Com (NEE), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Booking Holdings Inc Com (BKNG), Select Sector Spdr Tr (XLI) (-40.3% shares), Linde PLC (LIN) (-18.0% shares) and Abbvie Inc (ABBV) (-14.7% shares), compared with its Q1 2026 filing.

How has Meiji Yasuda Life Insurance Co's portfolio performed?

A portfolio copying Meiji Yasuda Life Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +5.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.1% against +20.1%. Over 5 years: -0.2% a year against +11.6%.

When is Meiji Yasuda Life Insurance Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meiji Yasuda Life Insurance Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.